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Results from Intercede and Telecom Plus

The views expressed in this article are those of its author and not necessarily those of ShareSoc. Two more sets of results from companies I hold in my portfolio came out on 23/11/2022. Recession? What recession? Telecom Plus (TEP) reported revenue up by 51.5% and adjusted profit up by 22.5% with dividends up to match in its interim results. Reading this company’s results helps you understand the impact of the energy crisis on household bills and the impact of government interventions to cap ...

Webinars Galore – Intercede + AB Dynamics + Augmentum

The views expressed in this article are those of its author and not necessarily those of ShareSoc. I seem to be filling my days with webinars of late. Two today and one yesterday, partly because this is the season for half-year results announcements. I’ll cover the recent ones – all on the Investor Meet Company platform, but I’ll only give you some general impressions and highlight particular points as you can watch recordings of them for the detail: Intercede (IGP). Positive results and the ...

Market Trends, WeWork, Cryptocurrencies, Passive Saturation

The views expressed in this article are those of its author and not necessarily those of ShareSoc. Note that it was written on 14th November, before the Chancellor's autumn statement. Last week was a remarkable one for my stock market portfolio. Share prices were up on almost all my holdings. This was no doubt sparked by good news; inflation seems to be under control in the USA with CPI falling to 7.7% and the war in Ukraine is looking up as Russia ...

Pension Fund Hedging and the Bond Market

The Bank of England had to step into purchase gilts yesterday (28th September) after the bond market looked like collapsing totally. Some £65 billion was spent to do it. This has created panic and uncertainty in the financial community and even affected equity markets. I will give my comments on these events although I certainly do not claim to have any knowledge of pension scheme management and bond markets. So please correct me if I get it wrong. Defined benefit pension schemes buy ...

Interest Rate Sanity and Chancellor’s Announcements

The views expressed in this article are those of its author and not necessarily those of ShareSoc. The Bank of England’s announcement of an increase in base rate to 2.25% was just one step in a return to sanity. With inflation nearing 10% why would any idiot lend money at 5% or less as many mortgage providers have been doing. In reality the last few years have seen lower interest rates than have been available for the last 5,000 years. This has been ...